"We consider Discovery Metals (DML.ASX) to be a good comparable to TGS given both companies have projects in Africa (DML – Botswana, TGS – DRC), have similar initial stages of production (DML – 35ktpa, TGS – 35ktpa), attractive operating costs (DML – US$1.28/lb, TGS – US$0.40/lb), scaleable production profiles to +50ktpa and corporate appeal. DML has a market cap of almost $700m and EV/resource of US$0.23/lb. TGS has a market cap of $275m and EV/resource of US$0.19/lb." Marktkapitalisierung bei vergleichbaren Firmen 700 Mio.$ (DML) zu 275 Mio.$ (Tiger). Ich sag ja: Viel Luft nach oben! |